SCA
FISV

Stonebridge Capital Advisors’s Fiserv Inc FISV Stock Holding History

Stonebridge Capital Advisors’s Portfolio FISV Stock Details FISV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$258K Buy
5,250
+1,095
+26% +$61.2K 0.02% 195
2026
Q1 		$232K Sell
4,155
-10
-0.2% -$619 0.02% 192
2025
Q4 		$280K Sell
4,165
-153
-4% -$12.8K 0.02% 174
2025
Q3 		$557K Hold
4,318
– – 0.04% 127
2025
Q2 		$744K Buy
4,318
+98
+2% +$17.8K 0.06% 116
2025
Q1 		$932K Buy
4,220
+9
+0.2% +$1.97K 0.08% 108
2024
Q4 		$865K Buy
4,211
+24
+0.6% +$4.9K 0.07% 115
2024
Q3 		$752K Hold
4,187
– – 0.06% 122
2024
Q2 		$624K Hold
4,187
– – 0.05% 125
2024
Q1 		$669K Buy
4,187
+580
+16% +$84.5K 0.06% 131
2023
Q4 		$479K Buy
3,607
+344
+11% +$42.2K 0.05% 138
2023
Q3 		$369K Hold
3,263
– – 0.04% 147
2023
Q2 		$412K Hold
3,263
– – 0.04% 146
2023
Q1 		$369K Hold
3,263
– – 0.04% 145
2022
Q4 		$330K Sell
3,263
-20
-0.6% -$1.99K 0.04% 152
2022
Q3 		$307K Sell
3,283
-65
-2% -$6.62K 0.04% 155
2022
Q2 		$298K Buy
3,348
+1,071
+47% +$104K 0.04% 164
2022
Q1 		$231K Hold
2,277
– – 0.03% 190
2021
Q4 		$236K Buy
2,277
+66
+3% +$6.83K 0.03% 189
2021
Q3 		$240K Sell
2,211
-2,146
-49% -$240K 0.03% 174
2021
Q2 		$491K Buy
4,357
+2,211
+103% +$257K 0.03% 172
2021
Q1 		$255K Hold
2,146
– – 0.03% 163
2020
Q4 		$244K Buy
2,146
+32
+2% +$3.45K 0.04% 166
2020
Q3 		$218K Buy
2,114
+194
+10% +$19.3K 0.04% 163
2020
Q2 		$187K Hold
1,920
– – 0.03% 171
2020
Q1 		$182K Sell
1,920
-662
-26% -$73.5K 0.04% 160
2019
Q4 		$299K Buy
2,582
+62
+2% +$6.85K 0.05% 148
2019
Q3 		$261K Hold
2,520
– – 0.05% 150
2019
Q2 		$230K Buy
+2,520
New +$221K 0.04% 163

Other funds holding FISV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Stonebridge Capital Advisors's FISV Position: Q2 2026 in Review

Stonebridge Capital Advisors increased its Fiserv Inc (FISV) stake by 26% in Q2 2026, buying an estimated $61.2K and bringing the position to 5,250 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #195.

Stonebridge Capital Advisors first reported a position in FISV in Q2 2019 and has held it in 29 quarters since. The position peaked at $932K in Q1 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Stonebridge Capital Advisors held 5,250 shares of Fiserv Inc worth $258K as of Q2 2026.
  • Stonebridge Capital Advisors bought 1,095 Fiserv Inc shares in Q2 2026, an estimated $61.2K.
  • Fiserv Inc made up 0.02% of Stonebridge Capital Advisors's portfolio in Q2 2026, its #195 holding.
  • Stonebridge Capital Advisors first reported a position in Fiserv Inc in Q2 2019 and has held it in 29 quarters since.
  • Stonebridge Capital Advisors's Fiserv Inc position peaked at $932K in Q1 2025.
  • 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Stonebridge Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.